Shoker Investment Counsel’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $609K | Buy |
6,223
+10
| +0.2% | +$978 | 0.19% | 66 |
|
|
2025
Q1 | $545K | Buy |
6,213
+33
| +0.5% | +$2.9K | 0.18% | 69 |
|
|
2024
Q4 | $558K | Hold |
6,180
| – | – | 0.19% | 67 |
|
|
2024
Q3 | $499K | Buy |
6,180
+5
| +0.1% | +$404 | 0.17% | 69 |
|
|
2024
Q2 | $418K | Buy |
6,175
+1,558
| +34% | +$106K | 0.15% | 74 |
|
|
2024
Q1 | $277K | Buy |
4,617
+3
| +0.1% | +$180 | 0.1% | 86 |
|
|
2023
Q4 | $243K | Buy |
4,614
+600
| +15% | +$31.5K | 0.09% | 87 |
|
|
2023
Q3 | $214K | Hold |
4,014
| – | – | 0.09% | 86 |
|
|
2023
Q2 | $210K | Buy |
+4,014
| New | +$210K | 0.09% | 85 |
|
|
2022
Q2 | – | Sell |
-4,059
| Closed | -$201K | – | 97 |
|
|
2022
Q1 | $201K | Buy |
+4,059
| New | +$201K | 0.1% | 94 |
|